Smallco Broadcap
ASC0003AU
Smallco Broadcap ASC0003AU Strategy
SBF invests in Australian listed companies and may also hold some cash. To take advantage of Smallco’s background and experience in smaller listed companies SBF can invest up to 40% of the Fund outside of the S&P/ASX 100 and, to date, has typically been between 25-40% invested in these companies.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: June 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: May 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,966.70 | 3.20 | 0.04% |
| CAC 40 | 7,902.15 | 101.27 | 1.30% |
| DAX 40 | 24,278.49 | 308.13 | 1.29% |
| Dow JONES (US) | 44,837.56 | 64.36 | -0.14% |
| FTSE 100 | 9,146.32 | 64.88 | 0.71% |
| HKSE | 25,524.45 | 37.68 | -0.15% |
| NASDAQ | 21,178.58 | 70.27 | 0.33% |
| Nikkei 225 | 40,674.55 | 323.72 | -0.79% |
| NZX 50 Index | 12,936.41 | 25.67 | 0.20% |
| S&P 500 | 6,389.77 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,704.60 | 6.90 | 0.08% |
| SSE Composite Index | 3,609.71 | 11.77 | 0.33% |